Filed June 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,158 | $95,542+162.9% | $69,455+261.6% | $67,579+271.7% |
| Participation rate | 98.8% | 79.4%+19.4pp | 74.6%+24.2pp | 71.3%+27.5pp |
| Annual return | 17.26% | 17.67%-0.4pp | 28.97%-11.7pp | 378.56%-361.3pp |
| Employer contribution / active EE | $5,949 | $2,989+99.1% | $2,779+114.1% | $2,148+177.0% |
| Participant deferral / active EE | $7,026 | $3,263+115.3% | $3,535+98.7% | $3,539+98.5% |
| Admin fee / account holder | $42 | $90-53.1% | $3,839-98.9% | $142-70.4% |